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Principal Securities’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Principal Securities’s Portfolio PFFV Stock Details PFFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-234
Closed -$5.41K – 2897
2025
Q3 		$5.41K Hold
234
– – ﹤0.01% 2937
2025
Q2 		$5.33K Buy
+234
New +$5.37K ﹤0.01% 2842

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Principal Securities's PFFV Position: Q4 2025 in Review

Principal Securities sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 234 shares — an estimated $5.41K sold.

Principal Securities first reported a position in PFFV in Q2 2025 and held it in 2 quarters. The position peaked at $5.41K in Q3 2025. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

  • Principal Securities reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 234 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $5.41K.
  • Principal Securities first reported a position in Global X Variable Rate Preferred ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Global X Variable Rate Preferred ETF position peaked at $5.41K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.